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Financial Statements Questionnaire for Sole Traders
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Financial Statements Questionnaire for Sole…
Accounting247 - Sole Traders
PLEASE ENSURE THAT ALL RECORDS AS REQUESTED THROUGHOUT THIS QUESTIONNAIRE, ARE INCLUDED.
If you are unable to provide certain information, please include your notes about this in the field provided below each question.
We look forward to seeing you in the office when you bring them in.
Client Name
*
First
Last
Balance Date:
*
Please indicate which financial year end the data in this questionnaire relates to
Date Format: MM slash DD slash YYYY
Phone
*
Email
*
TERMS OF ENGAGEMENT:
To Accounting247 Ltd
I/We hereby instruct you to prepare my/our Financial Statements and Taxation Returns for this year from the information and records I/We have supplied to you.
I/We accept responsibility for the accuracy and completeness of all records and information supplied to you.
You are hereby authorised to communicate with my/our bankers, solicitors, finance companies, and any other business that I/We deal with to obtain such information as you require in order to complete the above duties.
Signature
*
Date
*
Date Format: MM slash DD slash YYYY
A convenient time to call you is:
Alternative phone numbers:
When do you want your accounts completed by?
WAGES / NATIONAL SUPERANNUATION / BENEFITS
Please list the names of any organisations you have received the following from:
(In most cases we will obtain these records directly from the IRD however, we do need to check all details have been included).
WAGES
ACC PAYMENTS
NATIONAL SUPERANNUATION
ANY OTHER BENEFITS
KIWISAVER
Do you have a Kiwisaver?
Yes
No
What is your Prescribed Investor Rate (PIR)?
0%
10%
17.5%
28%
STUDENT LOAN
Do you have a Student Loan?
Yes
No
OTHER DETAILS REQUIRED
Please attach:
- Solicitors Settlement Statement
- Sales & Purchase Agreement
- Loan Details for property Purchased
- A copy of the latest Rateable Valuation
- A list of chattels and their value for properties bought or sold during the year (if applicable)
Or send us a note in the field below
Drop files here or
I am unable to supply some of the above information at this time because:
(please send us a note as to which information cannot be supplied at this time, and why).
THANK YOU FOR COMPLETING THIS QUESTIONNAIRE.
Your time and effort is appreciated.
**Please ensure you have provided all the information required to complete your Financials & Tax Returns.
Lack of complete information may mean an increase in fees as we need to follow up for more information.
Name
This field is for validation purposes and should be left unchanged.
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